为何尽管业绩出色华尔街一些分析师仍对AMD的人工智能业务收入感到担忧

环球市场播报2025-05-07

超微半导体公司（AMD）公布的第一季度业绩超出了华尔街的预期，但一些分析师表示，出口限制可能会损害其未来的人工智能业务收入。　　杰富瑞将其目标股价从 120 美元下调至 100 美元，同时维持对该股的 “持有” 评级。　　分析师表示：“人工智能业务增长是该股的主要衡量指标，在这方面的预期有所降低。” 　　在该公司的财报电话会议上，首席财务官胡润平表示，由于对芯片销售的限制，AMD 在 2025...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2533395609?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-07 21:55","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2533395609","market":"sg","top_or_hot":-1,"title":"为何尽管业绩出色 华尔街一些分析师仍对AMD的人工智能业务收入感到担忧","media":"环球市场播报","content":"<div>\n<p>超微半导体公司（AMD）公布的第一季度业绩超出了华尔街的预期，但一些分析师表示，出口限制可能会损害其未来的人工智能业务收入。\n　　杰富瑞将其目标股价从 120 美元下调至 100 美元，同时维持对该股的 “持有” 评级。\n　　分析师表示：“人工智能业务增长是该股的主要衡量指标，在这方面的预期有所降低。”\n　　在该公司的财报电话会议上，首席财务官胡润平表示，由于对芯片销售的限制，AMD 在 2025...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-05-07/doc-inevuers6087053.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>为何尽管业绩出色 华尔街一些分析师仍对AMD的人工智能业务收入感到担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n为何尽管业绩出色 华尔街一些分析师仍对AMD的人工智能业务收入感到担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-07 21:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-05-07/doc-inevuers6087053.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超微半导体公司（AMD）公布的第一季度业绩超出了华尔街的预期，但一些分析师表示，出口限制可能会损害其未来的人工智能业务收入。\n　　杰富瑞将其目标股价从 120 美元下调至 100 美元，同时维持对该股的 “持有” 评级。\n　　分析师表示：“人工智能业务增长是该股的主要衡量指标，在这方面的预期有所降低。”\n　　在该公司的财报电话会议上，首席财务官胡润平表示，由于对芯片销售的限制，AMD 在 2025...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-05-07/doc-inevuers6087053.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2264538146.SGD","symbol_name":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-05-07/doc-inevuers6087053.shtml","article_id":"2533395609","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2533395609","pubTimestamp":1746626100,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"超微半导体公司公布的第一季度业绩超出了华尔街的预期，但一些分析师表示，出口限制可能会损害其未来的人工智能业务收入。　　杰富瑞将其目标股价从 120 美元下调至 100 美元，同时维持对该股的 “持有” 评级。总体而言，AMD 预计第二季度收入在 71 亿美元至 77 亿美元之间。　　韦德布什指出，AMD 的计算和游戏业务取得了成功，本季度 “表现远超预期” 。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161631":"人工智能","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4529":"IDC概念","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4575":"芯片概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4566":"资本集团","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","GFS":"GLOBALFOUNDRIES Inc.","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","AMD":"美国超微公司","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4612":"AI芯片","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4588":"碎股","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4573":"虚拟现实","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4554":"元宇宙及AR概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4543":"AI"},"translate_title":"Why Some Wall Street Analysts Are Worried About AMD's AI Business Revenue Despite Outstanding Results","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161631":1,"AMD":1,"GFS":1},"content_text":"超微半导体公司（AMD）公布的第一季度业绩超出了华尔街的预期，但一些分析师表示，出口限制可能会损害其未来的人工智能业务收入。\n　　杰富瑞将其目标股价从 120 美元下调至 100 美元，同时维持对该股的 “持有” 评级。\n　　分析师表示：“人工智能业务增长是该股的主要衡量指标，在这方面的预期有所降低。”\n　　在该公司的财报电话会议上，首席财务官胡润平表示，由于对芯片销售的限制，AMD 在 2025 年将面临 15 亿美元的收入损失。总体而言，AMD 预计第二季度收入在 71 亿美元至 77 亿美元之间。分析师此前预期为 73 亿美元。\n　　周三早盘交易中，AMD 股价上涨0.9%，略低于 100 美元，接近杰富瑞更新后的目标价。花旗分析师维持 100 美元的目标价，指出尽管 AMD 的人工智能业务收入预计在今年上半年会下降，“但几乎其他所有公司的人工智能业务都在增长”。\n　　与此同时，韦德布什将目标价从 115 美元上调至 120 美元，瑞银则从 150 美元上调至更为乐观的 155 美元。\n　　韦德布什指出，AMD 的计算和游戏业务取得了成功，本季度 “表现远超预期” 。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2533395609","isCrawlerRequest":true}

为何尽管业绩出色 华尔街一些分析师仍对AMD的人工智能业务收入感到担忧

精彩评论

为何尽管业绩出色华尔街一些分析师仍对AMD的人工智能业务收入感到担忧